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FLQM and SDVY share 16.2% of their holdings.
| Side by side | FLQM | SDVY |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.30% | 0.58% |
| Cost per year on $10k | $30 | $58 |
| Trailing 12-mo yield | 1.60% | 0.98% |
| Income per year on $10k | $160 | $98 |
| YTD | +10.8% | +11.7% |
| 1 year | +12.6% | +13.9% |
| 3 years · per year | +15.8% | +18.2% |
| 5 years · per year | +7.4% | +9.1% |
| Worst drop · 1Y | −7.6% | −9.5% |
| Volatility · 1Y | 12.2% | 14.0% |
| Holdings | 119 | 172 |
| Assets | $1.4B | $11.0B |
| Leverage | None | None |
| Since | 2017 | 2017 |
Highlighted = best in the row. Returns include dividends.